Osborne: Value, Small Caps, and Private Credit Gain as Fed Waits

Kieran Osborne says geopolitical noise is pressuring markets, but underlying U.S. fundamentals remain solid. He discusses the rotation into value and small caps, the resilience of international markets. He also talks about why private credit is gaining appeal as investors wait to see whether easing inflation or geopolitical relief opens the door to Fed rate cuts.

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